Integrate Streak with Paymo
Send information between Streak and Paymo automatically, without writing any code, using Zoho Flow.
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Create tasks in Paymo as tasks are initiated in Streak
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Paymo whenever a new task is initiated in Streak.
How it works
- The flow triggers when a new task is created in the selected pipeline in Streak.
- Zoho Flow creates a new task in Paymo.
Create tasks in Paymo as tasks are initiated in Streak
Streak + Paymo
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Supported triggers and actions
Integrate Streak and Paymo using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Box created
Triggers when a new box is created in the selected pipeline
Contact added
Triggers when a new contact is created in the selected team
Stage added
Triggers when a new stage is added to the selected pipeline
Pipeline created
Triggers when a new pipeline is created
Box stage changed
Triggers when the stage of a box in the selected pipeline changes
Contact updated
Triggers when the details of a contact is updated in the selected team
Organization created
Triggers when a new organization is created
Box pipeline changed
Triggers when a box is moved between pipelines
Task created
Triggers when a new task is created in the selected pipeline
Box updated
Triggers when the properties of a box is updated in the selected pipeline
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created
New invoice
Triggers when a new invoice is created
New client
Triggers when a new client is created
New task
Triggers when a new task is created
New task list
Triggers when a new task list is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Add contact to box
Adds a contact to the specified box
Create organization
Creates a new organization
Create comment
Creates a new comment
Create task
Creates a new task in the selected box
Create new box
Creates a new box
Update box
Updates the properties of the specified box
Update organization
Updates the details of an existing organization
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Fetch contact
Fetches the details of an existing contact by key or email
Fetch organization
Fetches the details of an existing organization by key or name
Fetch task
Fetches the details of an existing task
Fetch box
Fetches the details of the specified box
Create task list
Creates a new task list
Create project
Creates a new project
Create time entry
Creates a new time entry
Create task
Creates a new task
Create client
Creates a new client
What is Streak?
Streak is a CRM tool that can be integrated with Gmail. Manage deals, support queues, adapt workflows to your business processes, and collaborate with your team without having to rely on developers.
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What is Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
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CEO, Lakeside CNC Group
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